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- | < | + | ====== Using Zotero |
- | in the process of updating the documentation for | + | |
- | <a href=" | + | |
- | may be outdated in the meantime. Thanks for your understanding.</ | + | |
+ | Zotero' | ||
- | ====== | + | You can quickly search for items in your Zotero |
- | Zotero can be used with Google Docs in the same way as with plain-text documents or emails. See the [[screencast_tutorials/ | + | Google Docs support is part of the Zotero Connector and requires |
- | * To add a bibliography, | + | Using another word processor? |
- | * To add a citation, hold the Shift key before dragging. | + | ===== Citation Interface ===== |
+ | The Zotero Connector adds a Zotero menu to the Google Docs interface: | ||
- | To use a different style, change your Quick Copy settings in the Export pane of the Zotero preferences. | + | {{:: |
- | At the moment there is no way to get an automatically updating bibliography in a Google Docs document. (There are [[http:// | + | It also adds a toolbar button for one-click citing: |
- | One possible workaround is to write citations such as "{Smith, 2000}", | + | {{:: |
- | As a more convenient | + | In the Zotero menu, you'll find the following options: |
+ | |< 100% 27% >| | ||
+ | ^ Add/Edit Citation | Add a new citation or edit an existing citation in your document at the cursor location. | | ||
+ | ^ Add/Edit Bibliography | Insert a bibliography at the cursor location or edit an existing bibliography. | | ||
+ | ^ Preferences | Open the Document Preferences window, e.g. to change the citation style. | | ||
+ | ^ Refresh | Refresh all citations | ||
+ | ^ Unlink Citations | Unlink Zotero citations in the document by removing the field codes. This prevents any further automatic updates of the citations and bibliographies.\\ Note that removing field codes is **irreversible** and should usually only be done in a final copy of your document. | | ||
+ | |||
+ | =====Authentication===== | ||
+ | |||
+ | Interacting with the Zotero functionality for the first time in a document will prompt you to authenticate | ||
+ | |||
+ | =====Citing===== | ||
+ | |||
+ | You can begin citing by clicking the {{::zotero-z-16px-offline.png? | ||
+ | |||
+ | The citation dialog is used to select items from your Zotero library and create a citation. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Start typing part of a title, the last names of one or more authors, and/or a year in the dialog box. Matching items will instantly appear below the dialog box. | ||
+ | |||
+ | Matching items will be shown for each library in your Zotero database (My Library and any groups you are part of). Items you have already cited in the document will be shown at the top of the list under " | ||
+ | |||
+ | Select an item by clicking on it or by pressing Enter when it is highlighted. The item will appear in the dialog box in a shaded bubble. Press Enter again to insert the citation and close the Add Citation box. | ||
+ | |||
+ | In the Add Citation box, you can click on the bubble for a cited item and then click "Open in My Library" | ||
+ | |||
+ | |||
+ | =====Bibliography===== | ||
+ | |||
+ | Clicking the “Add/Edit Bibliography” menu option inserts a bibliography at the cursor location. | ||
+ | |||
+ | You can edit which items appear in the bibliography by clicking the “Add/Edit Bibliography” button again, which will open the bibliography editor. See [[# | ||
+ | |||
+ | =====Collaboration====== | ||
+ | |||
+ | Google Docs is designed to let you collaborate on documents, and Zotero’s integration is no different. You and your coauthors can all insert and edit citations, and since citation data is stored in the document, you don't need to share a Zotero group library. If you're planning a large collaborative writing project, however, we recommend using a group library, which will allow all collaborators to change cited item metadata (authors, title, date of publication, | ||
+ | |||
+ | When working collaboratively on a document, you and your coauthors should avoid inserting or editing citations at the same time. The Zotero Connector has mechanisms in place to prevent document and citation corruption from concurrent citation editing, but due to technical limitations they do not provide perfect safety. | ||
+ | |||
+ | It's not necessary for everyone editing the document to have the Zotero Connector installed. Without the Zotero Connector, they' | ||
+ | =====Document Preferences===== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The " | ||
+ | |||
+ | - The [[styles|citation style]]. | ||
+ | - The language to use to format citations and bibliography. | ||
+ | - For styles that abbreviate journal titles (e.g., " | ||
+ | * If this option is selected (the default), the contents of the " | ||
+ | - Whether Zotero should automatically update citations for disambiguations, | ||
+ | |||
+ | < | ||
+ | |||
+ | =====Saving for Publication===== | ||
+ | |||
+ | When you're ready to submit your document, use File → "Make a copy…" | ||
+ | |||
+ | =====Customizing Cites===== | ||
+ | |||
+ | Cites can be customized in various ways. To start, click the shaded cite in the Add Citation box to open the cite options window. | ||
+ | |||
+ | ==Page and Other Locators== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In some cases you want to cite a certain part of an item, e.g. a certain page, page range or volume. This additional cite-specific information (e.g. "pp. 4-7" in the cite "Doe et al. 2001, p. 4-7") is called the " | ||
+ | |||
+ | The cite options windows has a drop-down list of the different locator types (" | ||
+ | |||
+ | ==Prefix and Suffix== | ||
+ | |||
+ | The " | ||
+ | |||
+ | Any text in the prefix and suffix fields can be formatted with the HTML tags <i> (for italics), <b> (bold), <sub> (subscript), | ||
+ | |||
+ | Prefixes and suffixes can be applied to each item in a citation to create complex citations. For example: "(see Smith 1776 for the classic example; Marx 1867 presents and alternate view)" | ||
+ | |||
+ | ==Suppress Authors: Using Authors in the Text== | ||
+ | |||
+ | With author-date styles, authors are often moved into the text and omitted from the following parentheses-enclosed citation, e.g.: " | ||
+ | |||
+ | ===Citations with Multiple Cited Items=== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | To create a citation containing multiple cites (e.g., " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Some citation styles require that items within one in-text citations are ordered either alphabetically (e.g., "(Doe 2000, Grey 1994, Smith 2008)" | ||
+ | * To disable automatic sorting of the cites in the citation, drag the citations to rearrange them in the Add Citation box. You can also click the " | ||
+ | |||
+ | ===Switching to the " | ||
+ | |||
+ | You can switch to the [[/ | ||
+ | |||
+ | =====Editing the Bibliography=== | ||
+ | |||
+ | After you've inserted the bibliography using the “Add/Edit Bibliography” option, select it again to open the Edit Bibliography window. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In this window, you can add uncited sources to your bibliography (e.g., items included in a review but not cited in the paper) or remove items that are cited in text but which should not be included in the bibliography (e.g., personal communications). | ||
+ | |||
+ | While it is also possible to edit the text or formatting of bibliography references in this window, doing so is discouraged. References edited here will not be automatically updated by Zotero if you change the data in your library. | ||
+ | |||
+ | If you need to edit items in your bibliography, | ||
+ | |||
+ | This process can be used for a variety of minor modifications to the bibliography, | ||
+ | * Adding asterisks before references included in a review or meta-analysis | ||
+ | * Setting the names of particular authors in bold, italics, or all caps | ||
+ | * Adding annotations or comments about an item | ||
+ | * Adding headings for bibliography subsections (e.g., primary versus secondary sources) | ||
+ | |||
+ | **Note:** General corrections to style formatting should be made in the [[styles|CSL citation style]], not in this window. Corrections to item data should be made in your Zotero library. | ||
+ | |||
+ | =====Keyboard Shortcuts===== | ||
+ | |||
+ | You can use keyboard shortcuts for improved accessibility and faster citing. | ||
+ | |||
+ | * Press Ctrl-Command-C (Mac) or Ctrl-Alt-C (Windows/ | ||
+ | * In the citation dialog | ||
+ | * Use the up and down arrow keys to move between search results. Press Enter to select an item. | ||
+ | * Type " | ||
+ | * Type " | ||
+ | * Press Ctrl/ | ||
+ | |||
+ | =====Limitations===== | ||
+ | |||
+ | While we've tried to create the same experience | ||
+ | |||
+ | * Citation inserts and edits slow down significantly as the number of citations increases. With 100+ citations, a single citation update can take up to 10 seconds, so for longer documents you'll want to disable automatic citation updates in the Zotero document preferences. | ||
+ | * It's not possible to copy active Zotero citations between documents and keep them functional. Copying citations within a document should work without problems. | ||
+ | * Google Docs provides limited facilities for text formatting. Styles that use small caps fonts will not use a true small caps formatting style in Google Docs and will instead fall back to the " | ||
+ | * If someone views the document without having the Zotero Connector installed, or if you download the document instead of first making a copy and unlinking citations, active citations in the document will show up as links leading to URLs such as https:// | ||
+ | * It's not currently possible to transfer active citations between Google Docs and Word or LibreOffice, | ||
+ | |||
+ | =====Troubleshooting===== | ||
+ | |||
+ | If you have any trouble citing in Google Docs, let us know in the [[https:// | ||
+ | |||
+ | You should always troubleshoot with a copy of the original document, using File → "Make a copy…" |